Tax Manager - High Net Worth / Estates & Trusts

Description The Tax Manager - High Net Worth / Estates & Trusts role is a pivotal leadership position within the firm, responsible for overseeing and managing a diverse portfolio of tax engagements. The manager leads a team of tax professionals, ensures timely and accurate completion of tax returns, and provides strategic tax planning advice to clients. The role cultivates and maintains strong client relationships, works with partners to deliver planning opportunities and tax solutions, and contributes to business development initiatives. Key Responsibilities Strong tax technical knowledge, including analytical research, critical thinking, and decision‑making skills. Experience in gift and estate planning involving trusts and preparation or review of forms 709 & 706. Experience and knowledge in the interplay of income tax (1040, 1041, 1065) and estate tax (709 & 706). Proficiency in tax preparation software and financial analysis tools. Ability to provide innovative tax planning and review complex income tax returns. Stay current on legislation and related issues, and understand how tax laws impact particular industries to provide client guidance and solutions. Experience representing clients in tax audits. In‑depth understanding of the tax rules in areas of specialization. Leadership skills to mentor and develop team members. Strong communication skills, both written and verbal, for effective client interaction and team collaboration. Ability to build relationships and provide excellent planning, compliance, and consulting services. Ability to prioritize tasks, manage deadlines, and maintain high‑quality standards in a fast‑paced environment. Skills, Knowledge and Expertise Bachelor's degree in accounting or related field is required. CPA or EA license is required. 7‑8+ years of experience preparing and reviewing tax returns. Master's degree in accounting, tax, or related field is preferred. Manage tax compliance, planning, and consulting services for HNW individuals, families, estates, and trusts. Manage and review complex tax returns, including corporate, partnership, individual, gift, estate, and trust filings. Conduct tax research and stay up to date with federal, state, and local tax laws. Devise innovative solutions for complex tax issues, leveraging deep understanding of tax laws and regulations. Implement and maintain rigorous quality control procedures throughout all stages of client engagements. Identify areas for improvement in firm processes and address operational inefficiencies. Ensure adherence to professional standards to deepen engagement and drive additional business opportunities. Expand the firm's client base through networking within the business community and leveraging personal and professional connections. Mentor, train, and develop junior team members, fostering their professional growth and development. Collaborate with partners and senior managers on complex tax matters and firm initiatives. Compensation & Benefits This role offers a competitive base salary along with a comprehensive benefits package. Salary ranges for U.S‑based positions are determined by geographic location and fall into one of three pay zones. $113,400.00 - $169,400.00 Final offer amounts may vary from the ranges listed above and may be adjusted over time. Benefits Comprehensive health coverage – medical, dental, and vision. Retirement and financial planning support – 401(k) with match, financial wellness programs. Generous paid time off – vacation, sick time, holidays, parental leave, and volunteer days. Flexible work arrangements – hybrid or remote options, flexible hours. Performance‑based bonus – recognition for contributions through discretionary bonuses. Professional development opportunities – tuition reimbursement, certifications, mentorship. Career growth and internal mobility – clear paths for advancement and role transitions. Inclusive and supportive culture – DEI initiatives, employee resource groups, wellness programs. #J-18808-Ljbffr Sensiba LLP